PRACTICE AREAS
Estate Planning - To ensure that your estate and advance planning documents will realize your vision of the future and accomplish your goals, our firm takes the time necessary to meet with you in order to gain a thorough understanding of all the details and issues relevant to your goals. We will work with you and the family members whom you wish to involve in your planning. Our firm expertise include the capabilities to address the needs of high wealth individual clients, family-owned business entities and charitable organizations. After gaining the necessary understanding of your goals, assets, family dynamics, and the needs and abilities of your intended beneficiaries, we can create an estate plan that incorporates all the necessary, concerns and objectives. To achieve your estate planning goals, we typically incorporate the following:
- Estate and Gift Tax Planning
- Family Limited Partnerships (FLP)
- Limited Liability Companies/Corporations/Partnerships
- Powers of Attorney
- Real Estate Documents
- Trusts
- Wills/Pour-over Wills/Living Wills
We will work to ensure that your estate planning documents address all of the issues that could otherwise lead to questions or conflict later in life. We understand that circumstances in life can and, most likely, will change and we can't always foresee the course life will take. However, our knowledge and experience in estate planning allows us to incorporate the possibility of changing factors in your plan. This is the attention to detail you need to ensure that your estate matters are in order.
Probate - Generally, the Texas probate process involves collecting a deceased individual's assets, resolving the individual's debts and liabilities, paying any necessary taxes, and distributing property to the heirs. These tasks are carried out by the executor or administrator of the estate, usually under the supervision of the probate court or other court of appropriate jurisdiction and in most cases with the guidance of a probate attorney. We can assist an executor or administrator manage and protect the assets of an estate, determine the validity of and pay creditor’s claims, resolve disputes among beneficiaries, and conduct valuable after-death tax planning. We also represent trustees of revocable living trusts and irrevocable trusts, providing counsel and direction regarding trustee duties, trust taxation, and trust distribution matters.
Our North Central San Antonio, Texas firm also works in the following practice areas:
Business and Corporate Law - Our firm also provides general business counsel to businesses and professionals in a diverse number of industries. As part of our practice, we draft, review and enforce documents relating to entity formation, transactions, contracts and more. We maintain an active business transactions practice, providing counsel on entity formation, agreements and contracts, as well as the sale or purchase of a business or assets. Our diverse areas of practice enable us to assist our clients to protect and advance their business interests at formation, during the life of the business, and at the end of their business or professional life.
Real Estate - Our firm represents individuals and business clients with facilitating real estate closings and deed preparation in both commercial and residential matters. We are experienced in providing counsel and legal expertise with respect to acquisitions and dispositions; development and construction; leasing (landlord and tenant representation); financing; partnerships, limited liability companies and joint ventures; and other real estate services.
Tax Controversies - Our firm works to provide our clients with responsive legal services in tax controversy matters including representations before the Internal Revenue Service, tax audits, tax liens, tax appeals, Tax Court litigation, Offer in Compromise, bank and wage seizures & levy, and criminal tax matters. We also assist clients with tax disputes involving the State of Texas, including worker classification and sales tax issues.
Tax Planning - We are skilled in identifying and handling the tax consequences of transactions such as taxable mergers and acquisitions, or the purchases and sales of stock, other equity interests and assets. We counsel clients on choice of entity and structure and related party transactions such as partnership and corporation-shareholder transactions.